notEnuf

Delta Air Lines Announces Webcast of December Quarter and Full Year 2023 Financial Results

December 29, 2023ATLANTA, Dec. 29, 2023 /PRNewswire/ -- Delta Air Lines (NYSE: DAL) will hold a live conference call and webcast to discuss its December quarter and full year 2023 financial results at 10 a.m. EST, Friday, Jan. 12, 2024.

https://ir.delta.com/news/news-detai...s/default.aspx

FangsF15

Expect an 350-1000 order announcement...

OOfff

have orders traditionally been announced during these calls? I can’t recall the last one that was

Vsop

also expect 10-12% profit sharing

WIPilot

expect disappointment

DWC CAP10 USAF

I think he was being sarcastic since the 350-1000 order has been rumored since this time last year.

But to your question, no, I can't think of a quarterly / annual financial call where DL has announced airplane orders.

notEnuf

Doesn't the announcement need to coinside with a PWA negotiation, like an LOA at least. As if it's leverage or a carrot/stick. I don't see this happening until 1) we get close to the global scope floor or 2) Management identifies a market Delta can profitably serve with a larger aircraft that requires a longer range. We are within our global scope compliance for the forseeable future with our current orders. I also think a larger version of a plane we already can't utilize like we intended is unlikeley. Sydney, Mumbai and Johannesburg are manageable with the A350-900 though not optimal. I don't see the need because Delta is all all about premium pricing and pricing power through scarcity. We'll get what we get but when you are talking about expensive 30 year assets the purchase or lease deal is a real part of the acquisition decision. The need for slightly longer range and more seats isn't a deal breaker, which is why I don't see Delta getting the -1000. Unless it's a great deal because Airbus wants a U.S. major deal to jumpstart sales or some other reason like MRO. Delta is happy kicking tires on used aircraft and small orders for fleet replacement.

saturn

They have announced orders, but they are usually small add-ons that are probably contractual. Over the last few years, we've grown our origanal order of 35 330neo to 39 now. All those +4 came one at a time with no splashy announcment, just via a earnings statement. I think we also announced we exercised some 220 options on one of them. And even further back we announced +5 321ceo on a call (122 to 127).

FL370esq

"Get used to disappointment...."
- Dread Pirate Roberts

blue vortex

I agree with this analysis. The 359's are getting an 11,000 pound weight increase this month. Also, there's gonna be a 1 to 2% fuel reduction updates made to the airplane. Also, the reduction of 31 seats from the airplane will help the load carrying. What nobody can tell me is if we get a widebody order where exactly are we going to fly these planes? While the Atlantic is fairly strong, we've got that market kind of sewn up. Asia is basically making money but generally weak. All I can see happening is a few more niche cities in Europe, and maybe more frequencies to shanghai as that opens up more. I foresee a 20 airplane order of 359's maybe 10 of which are 35K. And it'll just be replacements in the 2030 to 2032 timeframe for 764s and 763s. After all, we already have orders for approximately 16 more 350s and about 18 more 339's to come. I think the hiring thread is indication that the travel market is softening a bit.